IAVTX Mutual Fund

IAVTX Mutual Fund

NAV$15.51
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Returns Overview

1 Month
+2.14%
3 Months
+1.35%
6 Months
+9.13%
YTD
+11.46%
1 Year
+17.88%
3 Years (annualized)
+17.50%
5 Years (annualized)
+8.57%
10 Years (annualized)
+10.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IAVTX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Risk Aggressive Index(^SPTGAU:SP)
This Mutual Fund (YTD)
+11.46%
Peer Avg (YTD)
+7.17%
vs Peers
+4.29%

IAVTX Mutual Fund Performance

IAVTX performance across multiple time periods: 1-month 2.14%, YTD 11.46%, 1-year 17.88%, 3-year 17.50%, 5-year 8.57%, 10-year 10.93%.

IAVTX returns outperform the peer average of 7.17% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

IAVTX vs another fund shows side-by-side returns. IAVTX alternatives are available in the Mutual Fund Screener.